SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)452,222,623.0
- RAUM (discretionary)433,741,717.0
- Actionable assets376,474,136.0
- Accounts (total)429.0
Institutional Clients
- Government AUM—
- Pension AUM56,128,405.0
- Charitable AUM4,943,814.0
- HNW AUM315,401,917.0